Tanner Dallas has been an investment adviser representative at Black Knight Wealth Management since July 2024, and is not listed among the firm’s executive officers or direct owners. Tanner Dallas holds a Bachelor of Science from Missouri Baptist University.
Black Knight Wealth Management, LLC is a firm with $539M under management, 444 clients and 10 advisers across 10 offices, as of its August 2026 filing.
Tanner Dallas is Partner and Private Wealth Advisor at Opulence Planning Group, which operates under Black Knight Wealth Management in St. Charles, Missouri. His work includes investment management, tax strategy, full financial planning, business sale preparation, lending readiness, estate coordination and broader business advisory support for business owners, entrepreneurs and families. Before entering the financial industry, his background centered on commercial real estate, franchise development, restaurant operations and vacation rental ownership in Northwest Florida.
Tanner Dallas’ longest registration is the current one, 2 years at Black Knight Wealth Management since 2024. Before joining Black Knight Wealth Management in 2024, Tanner Dallas was registered through Eagle Strategies LLC.
- – present · 2 yearsSt. Charles, MO · Adviser representative · Firm CRD 305515
- Eagle Strategies LLC– · under a yearCreve Coeur, MO · Adviser representative · Firm CRD 110826
Professional designations
Listed by Black Knight Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Tanner Dallas is registered as an investment adviser representative in Missouri, since July 2024.
- MissouriSince 8 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 October 2023 |
| Series 7TO | General Securities Representative Examination | 29 August 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 June 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 5 June 2023 |
| SIE | Securities Industry Essentials Examination | 21 April 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7739167
- Firm
- Black Knight Wealth Management · CRD 305515
- Office
- 105 N. MAIN STREET, St. Charles, MO 63301
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- opgadvisors.com
Where does Tanner Dallas work?
Tanner Dallas is an investment adviser representative registered through Black Knight Wealth Management, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Tanner Dallas a financial advisor?
Yes. Tanner Dallas has a current investment-adviser registration in Missouri, through Black Knight Wealth Management since July 2024.
How many years of experience does Tanner Dallas have?
Tanner Dallas has 3 years in the financial industry, since July 2023, across 2 adviser firms.
What exams has Tanner Dallas passed?
Tanner Dallas has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 7TO and Series 65. The earliest, the SIE, was passed in April 2023.
Where did Tanner Dallas work before Black Knight Wealth Management?
Before Black Knight Wealth Management, Tanner Dallas was registered through Eagle Strategies LLC, November 2023 to July 2024.
Where is Tanner Dallas based?
Tanner Dallas’ registered office is in St. Charles, MO.
Is Tanner Dallas registered with FINRA?
No. Tanner Dallas has no current broker registration.
Is Tanner Dallas a CFP?
Black Knight Wealth Management lists Tanner Dallas with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Tanner Dallas’ record?
Search CRD 7739167 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tanner Dallas’ full registration record.
